Select Booking from the left sidebar
Touch “Book”
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Enter in information into the required fields –
- Select a customer
- Open the customer profile
- Can add a new pet
- View pets
- View past tickets
- View past appointments
- Add a note
- Update customer profile
- Select an appointment type
- First Visit
- New Request
- Online Booking
- Return Visit
- Walk-In
- Verify the date and time of the appointment
- Select the provider
- Select a category of grooming services
- Select the grooming service
- Select and add an Add-on service (if applicable)
- Add any order level notes
- Select SAVE to complete the grooming appointment
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Select your newly created grooming appointment from the booking dashboard
Triangle appears for –
- Alerts
- Missing dates
- Incomplete waiver
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- View the appointment details
- Select Notes if you need add new or create an alert
- Check-in the appointment
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A pop-up will appear asking if you would like to start the service
Note that the color of the appointment will also change on the dashboard
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Select the grooming appointment again after the service is complete
- Review the service details
- Add any new notes or alerts
- Notify the pet owner
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- Complete the service
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You can now select “Check out now” or “Add to cart”
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The grooming service Is now available in the cart
- Add products to the order
- Update grooming pricing
- Add a discount
- Pay for the grooming service (Charge)
- Place the order on Hold from the tablet and pick it up on the dual screen unit
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Add a Pet to the customer profile
- Select the customer
- Left sidebar > search for the customer
- Open customer profile under the grooming appointment
- Select the customer tab at top of the tablet screen
- Use the three-dot menu to open available options
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- Select “Add my pets”
- Enter in a first name
- Add date of birth
- Add gender
- Complete applicable medical information like rabies date and vet information
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- View the new pet under the customers profile
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